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RBB shares owned by WR Wealth Planners

Quarter-by-quarter ownership of RBB (TMFG) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $153k 4.8k 31.71
2024-06-30 $142k 4.8k 29.42
2024-03-31 $146k 4.8k 30.31
2023-09-30 $126k 4.8k 26.16
2023-06-30 $129k 4.8k 26.71

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding RBB

Motley Fool Wealth Management
Caprock
Susquehanna International
LPL Financial
Jane Street
Creative Planning
Commonwealth Equity Services
Wedmont Private Capital
Advisor Group Holdings
9258 Wealth Management
Farther Finance Advisors
Arkadios Wealth Advisors
Mariner Wealth Advisors
Private Advisor
Patten

View all funds holding RBB